Accounting Ideas

Bulk Delete Unmatched Bank Transactions

I have been using Sage Cloud Accounting for almost couple of years now and would like to speed -up the Reconciliation process using Bank Feeds. I am already linked to my bank and using the Sage You Tube tutorials to guide me through the process. The first issue I have hit is that I have 831 unmatched transactions going back to Oct 2019 is there a way to bulk delete the transactions up until the last reconciliation about a month ago? Doing them individually would take forever.

  • Guest
  • Aug 4 2021
  • Great Ideas Delivered
  • Attach files
  • Guest commented
    21 Oct, 2021 12:48pm

    Good afternoon. Thank you for your input and for voting on this feature, which is now live. Here is the help article to get you up and running.

    From the Sage Accounting team

  • Guest commented
    4 Aug, 2021 10:21am

    I said I know Sage value customer feedback, so could I suggest that someone at Sage researches this issue with at least with the major banks to find out if they offer a start date, and or your techies introduce a filter to the Incoming Transaction Match screen.

  • Guest commented
    4 Aug, 2021 10:20am

    Your Live web Chat team said There is no other way to discard bank feed transactions other than to click the 'x' next to them. When you connected your bank, you may have been prompted for a 'start date'? If that was the case, you can disconnect your feed, then reconnect and enter the start date as 1 month ago, to only bring these transactions. If you bank did not offer this, you would need to discard individually. It is down to the bank whether this is available unfortunately. Iam sorry for this -Zoe